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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

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Q. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. What is the eFile invoice submission report?: 000003348

Explains how to use the invoice submission report when sending invoices through eFile

Q. Why is my invoice showing rejected? (eFile): 000003375

What to do if an invoice is rejected via eFile.

Q. I am missing my 997's for EDI transmitted invoices. (eFile): 000003496

For EDI suppliers, a 997 is provided to acknowledge that Taulia received your invoice. Receiving a 997 does not mean your invoice was successfully processed.

Q. Why can't I find my invoice in the portal? (eFile): 000003522

Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.

Q. How do I submit my invoices through eFile?: 000003361

Steps on how to submit your invoice after you are configured for eFile

Q. How do I know if my invoice was successfully received? (eFile): 000003518

An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.

Q. What tax rates are required for my country when creating an invoice? (M-Z): 000008586

Country specific tax information requirements when creating an invoice.

Q. What tax rates are required for my country when creating an invoice? (A-L): 000008585

Country specific tax information requirements when creating an invoice.

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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